Signal

signal: $209bn spent in one quarter. Three of the four burned cash.

why google and amazon got hammered, who froze $3bn of binance's missing crypto, plus the company trying to cure diabetes

signal: France now pays more than Italy to borrow

what a 5% French bond means for gilts, plus the railroad that beat tech

signal: Britain grew 1.8%. It cut 145,000 jobs doing it.

Two sectors did more than half the growth. Both are cutting staff.

signal: Healey has £12bn and one cheap fix. I doubt he takes it.

the £100k trap, a £3m bill to ask if a runway is affordable and Nvidia's record buyback

signal: 6% is the wrong number

the gilt gap that actually matters, plus Micron at 14 times earnings

signal: wrong man for the job

signal: idiots all the way down

and the latest idiot is...

signal: ai doomers can F.O

signal: the uk is the problem

why gilt yields still trade at a premium

signal: the death of a megabrand

the thesis survived. the vehicle didn’t

leverage, vol rules, and why AI isn’t the point

The Big Momentum PivotTM️

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